PWMG
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Private Wealth Management Group’s ATI ATI Stock Holding History

Private Wealth Management Group’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.6K Sell
66
-36
-35% -$5.01K ﹤0.01% 532
2025
Q4 		$11.7K Hold
102
– – ﹤0.01% 467
2025
Q3 		$8.3K Hold
102
– – ﹤0.01% 584
2025
Q2 		$8.81K Sell
102
-33
-24% -$2.26K ﹤0.01% 528
2025
Q1 		$7.03K Sell
135
-1
-0.7% -$57 ﹤0.01% 592
2024
Q4 		$7.49K Hold
136
– – ﹤0.01% 586
2024
Q3 		$9.1K Hold
136
– – ﹤0.01% 482
2024
Q2 		$7.54K Sell
136
-96
-41% -$5.38K ﹤0.01% 540
2024
Q1 		$11.9K Hold
232
– – 0.01% 368
2023
Q4 		$10.6K Buy
+232
New +$9.63K 0.01% 395

Other funds holding ATI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return